Helping Make Your Dream Retirement a Reality
with Oak Harvest Retirement Planners and Financial Advisors
Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax.
Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.
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Investment Management Combined with Financial and Tax Planning
Oak Harvest's proprietary Retirement Success Plan provides much more than just an investment strategy and stock picks. We deliver holistic advice. And rather than try and fit you into a box, we build the box around you. Your plan includes not only an investment strategy, but also an income plan, tax plan, and other elements such as health care planning, long-term care, and estate planning.
This additional planning can potentially result in hundreds of thousands of dollars in additional value over the course of time, depending on your circumstances.
Oak Harvest Retirement Success Plan
- 1. Investment and Risk Management
- 2. Income and Withdrawal Planning
- 3. Tax Planning
- 4. Health Care Planning
- 5. Estate Plan
- 6. Frequent Monitoring, Reviews, and Communication
Institutional Experience for Retail Investors
We believe individuals and families should have access to the same type of investment professional as even the largest hedge fund or private equity firm. That's why our investment team leadership is made up of investment professionals with years of institutional experience. We look to make sure that the money you've worked hard to earn is managed by a team with dedication and skill in implementing multi-asset strategies across all levels of risk/reward potential, with deep access to top-quality research, data and tools.
What Services Do We Provide?
Portfolio Management
Investing for growth while maintaining a focus on managing risk can be critical to long term success in retirement. Using our Investment Team's institutional background and portfolio management experience combined with our tailored planning process, we target helping you achieve your long-term investment goals without taking on undue risk. We provide a consistent strategy with consistent execution, and help you maintain discipline throughout all market environments.
Financial Planning
Most firms advertise financial planning. We live it. You'll have 24-hour access to your financial plan that includes real-time updates as markets change. You'll have frequent conversations and analysis regarding the how various decisions you have to make impact your plan. Professional, experienced planners and tax specialists are here to guide your decision-making.
Tax Planning
Taxes are complex and everyone's situation is unique. Ignoring taxes in a financial plan often means leaving significant amounts of money - hundreds of thousands of dollars or even more for some families - on the table. Knowing that taxes are being evaluated with your investment portfolio AND financial plan for the short-and long-term provides a foundation for lasting, trusted and powerful relationships.
Our Team Drives Our Firm's Success
When you work with dedicated professionals who care about your well-being, it can help give you confidence and peace of mind. We focus on building a culture that supports our commitment to providing unparalleled service that puts clients' interests first.
Core Values
Our core values guide our efforts to take your vision for retirement and bring it to life through a caring, thoughtful and professional experience.
- Do unto others as you would have them do unto you
- Be of service
- Be transparent and honest in all dealings
- Always place the client’s interests ahead of our own
- Place our core values and principles above profits
- Provide value beyond expectations
- Operate independently and passionately
- Give back to the community with both dollars and time
What Clients Say About Working With Oak Harvest
These testimonials reflect individual experiences. No compensation was provided. Testimonials may not be representative of all clients.
I really like the service I receive from Oak Harvest. Ed and Chad, whom I've met with, give me the feeling that they understand my situation and do their best to reassure me that I will be just fine in retirement. The whole crew are very personable and have a good sense of humor, which I like. Very careful treatment of Roth conversions are much appreciated. One of the reasons I tried Oak Harvest is their focus on taxes. I'm very pleased with their knowledge of taxes in retirement. I don't regret for a moment, going with Oak Harvest.
Great folk, very kind and respectful. Very trustworthy group of folk!! Highly recommended!!
Their integration of tax planning into the overall strategy they created for me has been very valuable. Also, their ability to run simulations that show the resilience of my portfolio during market downturns, inflation, etc., gives me confidence that I'm working with people I can trust.
I have been with Oak Harvest for about 2.5 years. They never are pushy asking for more assets or transferring 401ks to them. They have created a warm stress - free environment for discussions, only driving me to give them more assets as I am now. They have always been professional and very informative. I do not believe the average one or two man financial office can offer the financial spectrum that Oak Harvest does. I have not known of many that actually have 3 stock market gurus picking stocks for us.
The knowledge base educating me on reducing taxes with Roth conversions will ultimately help us down the road.
The entire Oak Harvest team is fantastic. They listen to your concerns and ideas and help you build a plan for your future.
Dustin Humrich communicates ideas to me in a manner that I can understand. He is intuitively aware when I don't understand something ( i get gears and whistles popping and zinging when it comes to money and numbers ) and he takes the time to be transparent and clear without talking down to me. We also trust him, as well as Oak Harvest, to be honest and transparent. Thank you!
OHFG is unique in their industry. They provide a suite of expertise from estate planning to tax planning to support their superior financial planning. We know in real time what impact any transaction we execute has on our tax liability. The entire staff is very professional and so talented. Troy Sharpe has truly put together a winning team. We looked long and hard, and no other company could compare.
I feel like Oak Harvest provided me with the broadest range of investment opportunities and services, from annuities through conventional equities investing. They also addressed my needs for estate and tax planning all in one comprehensive package.
Working with Oak Harvest has been phenomenal! They have helped my wife and me to transition seamlessly into retirement, feeling financially secure. The communication from our advisors is friendly, candid and wise. Ryan and Lizzie not only answer our questions, but also help us think through the best ways to preserve our legacy.
I found Oak Harvest on youtube. I was there because I love to entertain myself listening to others perspective. After deciding to meet with Oak harvest in person I knew they were a company I needed and wanted.Its been over a year and I am on a winning walk into retirement within a few weeks thanks to their financial planning. Don't put off making that investment in your life today.Get with Oak Harvest today and start your exciting journey with a company you can count on .You will be glad you did.
As I entered retirement a few years ago, I knew I had to shift from a SAVING mentality to a SPENDING mentality. During my 40 year career up to retirement, I had made all savings/investment decisions on my own. However, I did not really have a forward-looking income plan or tax plan. Oak Harvest empowered my savings to spending conversion by providing the missing parts of my retirement plan while respecting my existing investment risk tolerance and style. While there has been an adjustment allowing the Oak Harvest team to also take over my investment planning, the removal of the day-to-day buy/sell stresses has made for a more enjoyable retirement lifestyle.
Ryan and Lizzie are always available to answer any questions my husband and I may have. They are very knowledgeable and efficient. We love our quarterly visits with them.
Nicole is very knowledgeable on our retirement planning regarding Roth conversation and RMD for myself and my husband.
We have been a client with Oak Harvest for 3 years now. They have guided us through some uncertain times and we have always come out the other side better off than when we started. We think the investment team at Oak Harvest is doing a great job to capture future gains in the market with less risk than just investing in an Index fund. Their periodic web casts are a great way to interact with the entire team as they explain the current trends in the market. If you are looking for a firm who truly cares about the success of your future retirement, Oak Harvest might be the one to talk to?
I am very happy with the service that Oak Harvest has provided me and helping me be secure in my financial future.
Prior to becoming an Oak Harvest client, we were with a well-known national firm. It got to where my advisor would call once annually and check in. As years passed it felt that my Representative lost interest in what wanted to achieve. With Oak Harvests team I like the idea of my wife and I sitting across the table from our financial planner Nicole, looking at each other in the eye and reviewing our strategies and goals.
In addition, prior to our departure she will always make sure that we are well informed as where we stand financially as well as answer any questions we might have. The face-to-face meetings are a big positive for us. both Kimberly and I aren't big on facetime or zoom calls unless it's with our grandchildren.
Weekly Market Updates
THE RETIREMENT INCOME SHOW
Listen to our radio show hosted by Troy Sharpe at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.
YOUTUBE RETIREMENT CHANNEL
Plan for your retirement more effectively, through informative case studies on challenges faced by people just like you.
Location and Contact Information
Headquarters
920 Memorial City Way, Suite 150, Houston, TX 77024
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